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PATHWAY FINANCIAL ADVISORS, LLC

2 Market Street
South Burlington, Vermont 05403
Tel: 802-660-7086

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About PATHWAY FINANCIAL ADVISORS, LLC

PATHWAY FINANCIAL ADVISORS, LLC, formally registered with the SEC as PATHWAY FINANCIAL ADVISORS, LLC. The firm was established in 08/15/2005. They have over 2 offices throughout the country.

PATHWAY FINANCIAL ADVISORS, LLC is a South Burlington, Vermont based Financial Planning firm with nearly $782,973,506 assets under management, offering retirement planning & investment advisory services to 912 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#124801
SEC#801-64598
Assets Managed by Firm$782,973,506
No. of Clients912
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES)

Firm Client Information

No. of ClientsAUM
Firm Total912$782,973,506
Individuals (other than high net worth individuals)68$36,296,064
High net worth individuals132$714,160,797
Pension and profit sharing plansFewer than 5 clients$32,516,645

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MANCHESTER CAPITAL MANAGEMENT LLC
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ESI FINANCIAL ADVISORS
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$2,124,751,34511558450
MAPLE CAPITAL MANAGEMENT, INC.
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$1,723,412,484264923

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